See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,729 | $159,602-87.6% | $150,045-86.9% | $142,382-86.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.05% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $5,550 | $4,961+11.9% | $4,693+18.3% | $4,299+29.1% |
| Participant deferral / active EE | $2,490 | $8,310-70.0% | $7,997-68.9% | $6,507-61.7% |
| Admin fee / account holder | $5 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |